09 Jun A retirement head start for grandkids

Posted at 11:08h in Ask NJMoneyHelp, Retirement

Using RMDs to start an IRA for a child...

Read More

03 Jun Protecting an inheritance from taxes

Posted at 13:31h in Ask NJMoneyHelp, Estate Planning

Understanding inheritance and estate taxes in New Jersey...

Read More

12 May What to do with a $5 million estate

Posted at 12:26h in Ask NJMoneyHelp, Estate Planning

Plan for your assets before it's too late. ...

Read More

31 Mar Avoiding a fight over my money when I’m dead

Posted at 12:21h in Ask NJMoneyHelp, Estate Planning

When you want an equal distribution of your assets, you need to be proactive. ...

Read More

30 Mar Pros and cons of adding a child to your home’s deed

Posted at 13:00h in Ask NJMoneyHelp, Estate Planning

Before adding someone to a deed, consider gift taxes, estate taxes and Medicaid. ...

Read More

25 Feb Giving college money to kid after you divorce, and the tax burden

Posted at 21:56h in Ask NJMoneyHelp, College, Retirement

If you don't stay within certain rules, a money transfer can cost a lot in taxes. ...

Read More

08 Jan Gifting assets to lower estate tax burden

Posted at 12:22h in Ask NJMoneyHelp, Estate Planning

Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...

Read More